561 Media
Project proposal

Draw
Invoicing

Discovery and working prototype for Firstwater Custom Builders

Draw invoicing proposal 561media.com

Why this, why now

A $700,000 draw runs about 700 pages of backup, collected, printed, scanned and ordered by hand. In under a month you will watch a real one assemble itself.

04jobs in scope 03billing models 4 wksto a working packet

The scope of work

Four things decide what the full system costs and how long it takes. Every one is unresolved today, and every one is answered in this phase with evidence rather than an estimate.

The largest unknown

Prove the QuickBooks connection

Gate/Week 1/561 Media

W1settled

Everything downstream depends on how your QuickBooks can be read. A desktop company file and a browser login are two different pieces of engineering, and the difference is the single biggest variable in the price of the full build. We confirm which one you have, connect to it read only, and prove it moves real data before anything else is built.

Already half solved

Prove costs land on the right job

Gate/Week 1/561 Media

W1measured

We measured your bookkeeper against 650 of her own coded bills. Across 124 vendors, 117 have only ever used one code, and her coding is predictable from the vendor alone 95.5 percent of the time. That is most of the coding problem solved before we start. What is not yet proven is which job a cost belongs to, because the export we have carries no job column. We get the corrected export and measure allocation the same way.

Three models, not one

Turn your contracts into billing rules

Gate/Weeks 2 and 3/561 Media

W3encoded

Your billing rules are not in QuickBooks and they are not in the spreadsheet. They are in the signed contracts, and the four jobs in scope use three different models. Kares is a fixed fee with a seventeen draw calendar and supervision folded into the fee. Connell and Lewis are twenty percent on cost with supervision billed separately, at different rates. Meran is fixed price. We encode all four, and every rule we extract cites the page it came from so you can check it.

  • Kares, cost plus fixed fee$40 / $50 / in fee
  • Connell, cost plus 20 percent$40 / $50 / $70
  • Lewis, cost plus 20 percent$40 / $50 / $75
  • Meran, fixed price17 percent
The proof

Build one real Kares packet

Gate/Week 4/561 Media

W4proven

The five summary pages plus a backup packet ordered to match the invoice lines, bookmarked and numbered. It has to reconcile to Kares Invoice 1 to the penny, and we already know that answer is $79,715.44, so this either passes or it does not. It also has to satisfy the contract rather than merely look like your current output, which means the cleared checks your agreement requires alongside the paid invoices.

What you walk away with

  1. A working system, not a document

    What it is: software that assembles one real Kares draw end to end, that you can use and watch run.

    W4delivered
  2. A packet that reconciles to the penny

    What it is: the same five pages and ordered backup you send today, checked against $79,715.44 on Kares Invoice 1.

    W4delivered
  3. Your four contracts as billing rules

    What it is: fee, draw schedule, labor rates, retainage and deposit terms for each job, every line citing its source page.

    W3delivered
  4. A proven QuickBooks connection

    What it is: read only, evidenced, with the integration path for the full build settled rather than assumed.

    W2delivered
  5. A fixed price for the full build

    What it is: one number instead of a range, built on what we found rather than what we guessed.

    W4delivered

The investment

  • QuickBooks connection, proven read onlyincluded
  • Cost coding and job allocation, measured against your historyincluded
  • Four contracts encoded as billing rules, cited to sourceincluded
  • Invoice intake from the bookkeeper inboxincluded
  • One Kares packet, assembled and reconciled to the pennyincluded
  • Findings, walkthrough, and a fixed price for the buildincluded
  • Total, fixed$8,500

50% to begin

Four weeks

You see real work every week, and the last week ends with a packet you can hold.

Week 1

QuickBooks edition confirmed and connected. Corrected cost export in hand. Signed Meran agreement collected.

Week 2

Invoices pulled straight from the bookkeeper inbox. Coding and job allocation measured against your own history.

Week 3

All four contracts encoded as billing rules, each line citing its source page, reviewed with you.

Week 4

The Kares packet assembled, reconciled to the penny, and load tested at full size.

Then

Findings, a walkthrough with Morgan, Brian and Haley, and a fixed price for the build.

First step: accept below and we start inside two business days.

Your time cost: one hour with Haley in week one, and a review session in week three. Nothing changes about how anyone works in the meantime.

Success looks like: a Kares packet built by software that reconciles to $79,715.44 and satisfies the contract.